EncartaLabs

CA Clarity PPM - Project and Investment Management

( Duration: 3 Days )

The CA Clarity PPM - Project and Investment Management training course is for users who will manage projects using CA Clarity PPM. Project management procedures from start to finish are taught, including project setup, assembling a project team, managing project risks, issues, and change requests, and closing out a project. Procedures pertinent to controlling the progression of a project are demonstrated. Setting project baselines, identifying dependencies, and the use of Gantt charts are demonstrated.

By attending CA Clarity PPM - Project and Investment Management workshop, Participants will learn to:

  • Create investments for all activities that involve expenditure and resource effort
  • Build a project team and manage collaboration to assist in the successful planning, deployment, and completion of projects and investments
  • Manage the required work breakdown structure (WBS) and risks, issues, and change requests to complete the project on time, on budget, and within scope
  • Assign resources to tasks to provide the cost details for your projects and identify the planned resource usage
  • Effectively manage project schedules to better forecast and plan the cost of projects, gain visibility into the demand for labor resources, and control the completion of tasks and project deliverables
  • Create risks, issues, and change requests for a project so that the team is made aware of potential effects on the project scope, schedule, budget, or any combination thereof
  • Define time‐based costs for the planned financial values of your projects

  • Business Analysts
  • Business End Users
  • Business Team Members
  • IT Services Managers
  • Key Resources
  • Key Stakeholders
  • Process Managers
  • Project Management Office
  • Project Managers
  • Project Sponsors

COURSE AGENDA

1

Create NPIOs

  • Compare NPIOs and projects
  • Create NPIOs
2

Create Projects

  • Create projects
  • Create projects from templates
  • Create projects from ideas and other sources
3

Build Project Teams

  • Allocate resources to a project
  • Manage allocations and estimates
  • Replace resources using the Resource Finder
  • Manage staff booking options
4

Build Project Plans

  • Build the WBS
  • Create WBS dependencies
  • Configure the Gantt chart
5

Assign Resources to Project Tasks

  • Define the assignment pool and assign resources to project task
  • Replace assignments
6

Schedule Projects

  • Schedule projects using the Gantt chart
  • Schedule projects using a desktop scheduling tool
7

Perform Financial Planning

  • Define high‐level financial planning information
  • Create cost plans
  • Create benefit plans
  • Submit cost plans for budget approval
  • Create hierarchies
  • Define capital and operating costs
8

Manage Collaboration Information

  • Upload documents for sharing
  • Manage action items
  • Manage discussions
9

Create Project Risks, Issues, and Change Requests

  • Create risks
  • Create issues
  • Create change requests
10

Control Projects

  • Create project dependencies
  • Enable project auditing
  • Baseline projects
  • Analyze posted actual
  • Examine the project dashboards
  • Close projects
11

Group Projects

  • Compare programs with master projects
  • Create programs
  • Examine program dashboards and multi‐project portlets

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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